Senior Private Wealth Specialist
Paula is an Auburn University graduate with a Bachelor's degree in Economics and brings 30 years of experience in the financial services industry. She also holds a Series 7 and 63 license.
With a passion for serving clients, Paula seeks to provide a high level of client service as a primary contact for client onboarding, service requests, order entry, account maintenance and cash transfers and distributions, as well as charitable gifting. She believes that being a part of the client experience is an honor and a privilege.
Paula and her husband, Joe, live in Decatur with their three dogs. They have one son, Jacob, a daughter-in-law, McKenna, and a granddaughter, Elodie.
Outside of professional life, Paula volunteers with the local jail ministry, empowering and encouraging women to make a better life through faith and community.